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| Vista Capital Partners Inc
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|---|---|
| CRD # | 114913 |
| SEC # | 801-60536 |
| CIK # | 0001486946 |
| AUM | 3.2 B (2026-03-27) |
| Employees | 35 (57% Investors, 0% Brokers) |
| Phone | 503-772-9500 |
| Address | 9755 SW Barnes Road Portland, OR 97225 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001486946 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 12.8 | ||
| Microsoft Corp | 12.0 | ||
| Stryker Corp | 6.4 | ||
| Nvidia Corp | 6.0 | ||
| Amazon Com Inc | 3.5 | ||
| Alphabet Inc | 3.2 | ||
| Starbucks Corp | 3.0 | ||
| Costco Wholesale Corp /NEW | 3.0 | ||
| J P Morgan Chase & Co | 2.2 | ||
| Alphabet Inc | 1.9 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 201 | 0.8 |
| (b) Individuals (high net worth individuals) | 450 | 2.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 4 | 0.0 |
| (h) Charitable organizations | 8 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 4 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 3,380 | 3.2 |
| By Discretionary | ||
| Discretionary | 3,380 | 3.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3,380 | 3.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.2 | |
| Total | 3,380 | 3.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001486946] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.7B |
| Serves | Institutional, Retail |
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|---|---|---|
|
Advocacy Wealth Management LLC
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Girard Advisory Services LLC
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